Retirement Wealth Manager

3 weeks ago


Manchester, United Kingdom NJR Recruitment Ltd Full time
Retirement Wealth Manager

£40,000 - £60,000 per year

About the Company:

NJR Recruitment Ltd works in partnership with Independent Financial Advice firms to find talented professionals to support their growth. Our current partner is looking for a Retirement Wealth Manager to join their team in Central Manchester.

Job Description:

The successful candidate will engage with clients to understand their financial goals, including retirement plans and reasons for seeking financial advice. They will also qualify new client inquiries, maintain client records, educate clients on pensions and investments, and provide regular updates on their financial plans.

Requirements:
  1. Proven experience in sales and account management.
  2. A Level 4 qualification in financial planning or a related field.
  3. Excellent communication skills.
  4. Extensive expertise in pensions and retirement planning.
  5. Knowledge of personal and workplace pension schemes.
  6. Ability to identify drivers for pension consolidation.
  7. Proficient in navigating the tax advantages of pensions.
  8. Experience in managing pension policies.


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